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Schwab US Broad Market ETF

1,306 hedge funds and large institutions have $12.9B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.3%32.84% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
1276
Tower View Wealth Management
Wisconsin
$8.2K
TFA
1277
Toth Financial Advisory
Virginia
$7.95K
RDFA
1278
Ritter Daniher Financial Advisory
Ohio
$7.55K
BWM
1279
Bernard Wealth Management
Michigan
$6.26K
GWP
1280
Gen-Wealth Partners
Michigan
$6.12K
DAM
1281
Delta Asset Management
Tennessee
$5.36K
MS
1282
Monetary Solutions
Ohio
$5.19K
GWSA
1283
Global Wealth Strategies & Associates
Colorado
$4.75K
BBHC
1284
Brown Brothers Harriman & Co
New York
$4.72K
HIC
1285
Hamrick Investment Counsel
Washington
$4.37K
HNW
1286
High Note Wealth
Minnesota
$4.09K
WAS
1287
Winch Advisory Services
Wisconsin
$4.04K
CFG
1288
Clayton Financial Group
Missouri
$3.42K
CFP
1289
Comprehensive Financial Planning
Pennsylvania
$3.36K
NB
1290
NBT Bank
New York
$3.32K
WA
1291
Walsh & Associates
Florida
$2.2K
SS
1292
Sunbelt Securities
Texas
$2.18K
NRWA
1293
North Ridge Wealth Advisors
Oregon
$1.57K
NA
1294
Networth Advisors
Pennsylvania
$1.18K
RPC
1295
Rossmore Private Capital
Connecticut
$1.1K
MAFA
1296
MJT & Associates Financial Advisory
Minnesota
$951
BA
1297
Blueline Advisors
New Hampshire
$907
TRCT
1298
Tower Research Capital (TRC)
New York
$577
RWA
1299
Redmont Wealth Advisors
Illinois
$496
ETC
1300
Exchange Traded Concepts
Oklahoma
$472